Position in SFBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$477,992
+$5,763 QoQ
Shares Held
11,020
-15.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#211
of 355 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Marble Wealth, LLC holds $2,425,491 across 5 Banks - Regional names. SFBS ranks #2 (19.7% of the industry book) .
All Filings in SFBS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,992 | 5,510 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $472,229 | 6,484 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $391,686 | 5,456 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||